Wills, Trusts & Estate Planning


Protect Your Family

Making a difference matters. Your story and your dynasty matter. Protect, preserve and expand your wealth because you matter. 

Being prepared matters. We enjoy helping clients build, expand, and preserve their wealth through thoughtful, personal and individually tailored trust and estate planning, asset protection planning, probate, wills, revocable living trusts, credit shelter trusts (CST) and numerous other tax and estate-related legal services.

We offer highly experienced trusts and estate planning services for individuals and families in California because we don’t want you to make the same avoidable mistakes some families have made. 

We assist individuals and families to preserve their wealth, by avoiding the unnecessary taxes, expenses, hassles, and delays that often arise during a time of emotional distress.

We also provide sophisticated tax structuring related to business operations, real estate transactions, tax-deferred 1031 exchanges and much more. 

Our lawyers enjoy counseling businesses and entrepreneurs from start-up to exit by integrating sound business advice for their companies with practical asset protection and estate planning strategies to protect their assets.


  • Probate = court proceedings that conclude all the legal and financial matters of the deceased, 
  • but it also includes court proceedings during life that may be needed to name a guardian/conservator, transfer a property, or end with dignity the life of a loved one. 
  • Taxes = estate, gift, income, and in some states property and inheritance taxes.
  • Asset protection for your children from their spouses and creditors.

Why is Probate so bad?

  • Probate is a public, not private, process.
  • Probate is complex – it usually requires the hiring of an attorney
  • Probate takes time – it often takes a year or many more to complete
  • Probate is expensive – $40,000 - $50,000 for a $1 million estate

Goals of Estate Planning

  Efficient transfers minimize transfer costs.

  1. Probate and transfer costs;
  2. Income tax, gift tax, estate tax, GST tax, and state estate and inheritance taxes;
  3. Attorneys, accountants, and court fees.

  • Net assets distributed to your loved ones are maximized.

The Modern Estate Plan

  • Revocable Living Trust
  • Pour-Over Will
  • Financial (Uniform Statutory) Power Of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • Certificate of Trust
  • Quit Claim Deed

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San Diego Estate Planning Attorneys

17011 Beach Boulevard, Huntington Beach, California 92647, United States

(619) 823-8230 Text (714) 375-6622 Office


Open today

09:00 am – 05:00 pm